Digital patient portal interface transforming into a clinical trial recruitment landscape.

Unlock the Power of Digital Health: How Electronic Records are Revolutionizing Patient Recruitment

"Discover how electronic health records and patient portals are transforming clinical trials, improving efficiency, and reaching diverse populations."


In today's rapidly evolving healthcare landscape, electronic health records (EHRs) are emerging as a powerful tool for transforming clinical research. Pragmatic clinical trials, which aim to evaluate the effectiveness of interventions in real-world settings, are increasingly leveraging EHRs to streamline patient recruitment, improve efficiency, and reach more diverse populations. This article explores how EHRs and patient portals are revolutionizing the way we approach clinical trials, offering a glimpse into the future of digital health.

Traditionally, patient recruitment for clinical trials has been a time-consuming and resource-intensive process, often relying on manual methods like in-clinic recruitment, letters, and phone calls. However, these approaches can be limited in their reach, leading to skewed demographics and slower enrollment rates. With the widespread adoption of EHRs, researchers now have access to a wealth of patient data that can be used to identify potential study participants more efficiently.

This article delves into a case study that highlights the successes and lessons learned from using EHRs and patient portals to recruit participants for ADAPTABLE (Aspirin Dosing: A Patient-centric Trial Assessing Benefits and Long-Term Effectiveness), a large-scale pragmatic trial. By examining the strategies employed, the challenges encountered, and the outcomes achieved, we can gain valuable insights into how digital health can be harnessed to improve clinical research and patient outcomes.

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Digital Health’s Emerging Impact

Electronic records are increasingly positioned as an important tool in digital health and patient recruitment. By making relevant patient information more accessible, they may help researchers identify potentially eligible participants more efficiently. The scale of their impact depends on data quality, interoperability, privacy protections, and how responsibly records are used.

Traditional Recruitment Methods

Patient recruitment has traditionally relied on clinician referrals, manual chart review, advertising, and direct outreach. These approaches can be useful, but they may be time-consuming and may not reach every potentially eligible patient. Electronic records offer a possible complement, although their usefulness depends on accurate, complete, and accessible data.

From Electronics to Electronic Records

Electronics is described as a discipline spanning physics and electrical engineering that studies and applies the behavior of electrons and other electrically charged particles. Its practical foundation includes circuits, components, connecting wires, computers, and other devices that use electricity to perform useful functions. This development of electronic technology provided the broader technical foundation for computerized information systems, including the electronic systems later used to manage health records.

The Rise of EHR-Driven Recruitment: Efficiency and Inclusivity

Digital patient portal interface transforming into a clinical trial recruitment landscape.

Electronic health records (EHRs) offer a treasure trove of patient data, making it easier to identify individuals who meet specific study criteria. This targeted approach saves time and resources compared to traditional recruitment methods. EHR-driven recruitment has the potential to reach a wider and more diverse patient population, ensuring that clinical trials are more representative of the real-world population.

The ADAPTABLE study utilized four primary recruitment methods, two of which comprised an EHR-driven electronic recruitment workflow:

  • In-Clinic Recruitment: Research coordinators approached patients during their clinic visits.
  • Letters: Traditional recruitment letters were sent via U.S. mail.
  • Direct Email: Patients without My UNC Chart accounts but with known email addresses received email invitations.
  • Patient Portal Messages: Patients with active My UNC Chart accounts received messages directly through the portal.
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Evolving Evidence

Research on electronic records and patient recruitment continues to develop as healthcare organizations adopt increasingly digital workflows. Current discussions generally focus on whether structured clinical data can support faster and more targeted identification of potential participants. The evidence should be interpreted cautiously because effectiveness can vary with data completeness, system integration, and study design.

Limits and Risks

Electronic records do not automatically produce accurate or equitable recruitment. Incomplete documentation, inconsistent coding, technical barriers, and privacy concerns can limit their value. Automated selection may also overlook eligible people whose experiences or characteristics are poorly represented in the available data.

Electronic and Conventional Recruitment

Electronic-record-based recruitment can potentially search patient information more systematically than fully manual approaches. Conventional methods may still provide context and personal communication that automated searches cannot replace. A balanced comparison therefore depends not only on speed, but also on accuracy, reach, patient trust, and the quality of human oversight.

The study's results highlighted the effectiveness of electronic recruitment, with 87.8% of UNC enrollees (509 out of 580) recruited via electronic methods. The electronic recruitment workflow sent messages to 12,254 recipients, resulting in 13.5% visiting the study website and 4.2% enrolling. Letters were sent to 427 recipients; 5.6% visited the study website, and 3.3% enrolled. Coordinators recruited 339 participants in clinic; 23.6% visited the study website, and 16.8% enrolled.

The Future of Recruitment: Leveraging the Digital Age

As EHRs and patient portals continue to evolve, their potential for transforming clinical research is immense. By embracing digital tools and strategies, we can create more efficient, inclusive, and impactful clinical trials that ultimately improve patient care. Electronic recruitment for ADAPTABLE proved successful, incorporating the workflow particularly into a pragmatic trial.

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A Complementary Role

Electronic records are best understood as a complement to clinical expertise rather than a complete replacement for recruitment teams. Their strongest contribution may be helping researchers organize and identify relevant information before staff engage with potential participants. Responsible implementation requires attention to data quality, transparency, privacy, and patient-centered communication.

The Next Stage of Digital Recruitment

Future development may bring more integrated systems that connect clinical information with research workflows. Such systems could support more timely identification of potential participants while reducing repetitive manual screening. Progress will depend on trustworthy governance, interoperable technology, and evidence that these tools improve recruitment without weakening patient choice.

System-Level Conditions

The benefits of electronic records are shaped by the wider health system in which they operate. Differences in infrastructure, standards, staffing, access, and institutional resources can produce uneven results between organizations and patient populations. Addressing these conditions is essential if digital recruitment is to become broadly useful rather than limited to well-resourced settings.

Patients at the Center

Recruitment ultimately depends on people deciding whether participation is appropriate for them. Electronic records may help researchers find potential candidates, but they cannot replace clear explanations, informed consent, empathy, and respect for individual preferences. Real-world impact should therefore be judged by whether technology supports meaningful patient choice and improves access to suitable research opportunities.

About this Article -

Written with AI assistance from published research, and reviewed by the Mystum team. See our About page for more information.

This article is based on research published under:

DOI-LINK: 10.1093/jamia/ocy138, Alternate LINK

Title: Recruiting For A Pragmatic Trial Using The Electronic Health Record And Patient Portal: Successes And Lessons Learned

Subject: Health Informatics

Journal: Journal of the American Medical Informatics Association

Publisher: Oxford University Press (OUP)

Authors: Emily Pfaff, Adam Lee, Robert Bradford, Jinhee Pae, Clarence Potter, Paul Blue, Patricia Knoepp, Kristie Thompson, Christianne L Roumie, David Crenshaw, Remy Servis, Darren A Dewalt

Published: 2018-11-16

Everything You Need To Know

1

How are Electronic Health Records (EHRs) changing patient recruitment in clinical trials?

Electronic Health Records (EHRs) are revolutionizing patient recruitment by providing researchers with a wealth of patient data. This allows for a targeted approach to identify potential study participants more efficiently. Instead of relying on time-consuming and resource-intensive methods like in-clinic recruitment and letters, EHRs enable researchers to reach a wider and more diverse patient population, leading to more representative clinical trials. This shift towards EHR-driven recruitment is a key aspect of the evolution of digital health in clinical research, as demonstrated by studies like ADAPTABLE.

2

What are the primary methods used for patient recruitment in the ADAPTABLE study, and how successful were they?

The ADAPTABLE study employed four primary recruitment methods: In-Clinic Recruitment, Letters, Direct Email, and Patient Portal Messages. The study's results highlighted the effectiveness of electronic recruitment. The electronic recruitment workflow, utilizing Patient Portal Messages and Direct Email, proved highly successful, with a significant percentage of participants enrolled through these digital channels. Letters had a lower conversion rate compared to electronic methods and In-Clinic Recruitment. These findings emphasize the efficiency and reach of EHR-driven methods in pragmatic clinical trials.

3

What are the benefits of using Patient Portals and EHRs in clinical trials, and why is it important?

Patient Portals and Electronic Health Records (EHRs) offer numerous benefits in clinical trials. EHRs allow for efficient identification of potential study participants based on specific criteria, saving time and resources. Patient Portals, such as My UNC Chart in the ADAPTABLE study, provide a direct communication channel to reach and engage patients. The use of digital tools leads to more inclusive trials by reaching a wider and more diverse patient population. This ensures that clinical trials are more representative of the real-world population, which is crucial for generalizability and improving patient care. By embracing these digital tools, clinical trials can become more efficient, inclusive, and impactful.

4

What is the role of pragmatic clinical trials in leveraging Electronic Health Records (EHRs) and Patient Portals?

Pragmatic clinical trials are particularly well-suited to leverage Electronic Health Records (EHRs) and Patient Portals because they aim to evaluate interventions in real-world settings. EHRs provide access to real-world patient data, allowing researchers to identify and recruit participants who reflect the diversity of the general population. Patient Portals, like My UNC Chart, offer a direct communication channel to engage patients, share information, and facilitate participation. The ADAPTABLE study serves as a prime example of how pragmatic trials can utilize EHRs and Patient Portals to streamline recruitment, overcome traditional barriers, and generate real-world evidence to improve patient outcomes.

5

How does the use of electronic recruitment methods, such as those used in the ADAPTABLE study, contribute to the future of digital health?

The success of electronic recruitment methods, exemplified by the ADAPTABLE study, significantly shapes the future of digital health in clinical research. By demonstrating the effectiveness of leveraging Electronic Health Records (EHRs) and Patient Portals, the study underscores the potential for more efficient, inclusive, and impactful clinical trials. As EHRs and Patient Portals continue to evolve, their integration into clinical research will become even more seamless. This evolution promises to streamline recruitment processes, improve patient engagement, and ultimately lead to better patient care and outcomes. The future of digital health hinges on embracing digital tools and strategies to transform the way clinical trials are conducted.

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